Investment adviser · CRD 107980
AUXIER ASSET MANAGEMENT
Investment adviser filing (IA)
AUXIER ASSET MANAGEMENT LLC
AURORA, OR, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $946M Form ADV · Item 5.F
- Client accounts
- 506 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 119 | $389,399,363 | 41.2% |
| Investment companies | 1 | $315,942,906 | 33.4% |
| Corporations & businesses | 20 | $107,268,080 | 11.3% |
| Individuals | 347 | $105,235,308 | 11.1% |
| Retirement plans | 9 | $15,106,818 | 1.6% |
| Charities | 10 | $13,117,802 | 1.4% |
Filing source
Form ADV 2067266 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
15668 NE EILERS RDAURORA, OR, 97002, United States
CRD 107980
Filing source
Form ADV 2067266 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.